Master Data

Your companies, their partners, and bulk import from a spreadsheet.

3 articles

• Managing CompaniesCompanies are your client's own businesses: the legal companies whose invoices and bank accounts this workspace books. Suppliers and customers are partners, not companies (see Managing Partners). AI Finance Team uses…
• Managing PartnersPartners are the companies and people your client does business with: suppliers, customers, platforms and service providers. A verified partner is the one canonical record that ties together every name, tax number and…
• Importing Master DataInstead of typing partners and categories in one at a time, you can import them in bulk from a spreadsheet. Upload an .xlsx, .xls, or .csv file, and AI Finance Team recognises the columns, shows you exactly what will be…